Guardian Capital Advisors (Canada)’s Simon Property Group SPG Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,225	Closed	-$658K	–	164
2022 Q4	$658K	Sell	5,225 -825	-14%	-$91.7K	0.07%	110
2022 Q3	$567K	Sell	6,050 -5,170	-46%	-$529K	0.07%	109
2022 Q2	$1.05M	Buy	11,220 +625	+6%	+$71.6K	0.12%	94
2022 Q1	$1.34M	Buy	10,595 +3,900	+58%	+$556K	0.13%	96
2021 Q4	$1.08M	Buy	6,695 +100	+2%	+$15.3K	0.1%	98
2021 Q3	$872K	Buy	6,595 +600	+10%	+$78.1K	0.09%	103
2021 Q2	$777K	Buy	5,995 +2,545	+74%	+$316K	0.08%	111
2021 Q1	$392K	Buy	+3,450	New	+$360K	0.04%	139

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s SPG Position: Q1 2023 in Review

Guardian Capital Advisors (Canada) sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 5,225 shares — an estimated $658K sold.

Guardian Capital Advisors (Canada) first reported a position in SPG in Q1 2021 and held it in 8 quarters. The position peaked at $1.34M in Q1 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Guardian Capital Advisors (Canada) reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 5,225 Simon Property Group shares in Q1 2023, an estimated $658K.
Guardian Capital Advisors (Canada) first reported a position in Simon Property Group in Q1 2021 and held it in 8 quarters.
Guardian Capital Advisors (Canada)'s Simon Property Group position peaked at $1.34M in Q1 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2023, filed 15 May 2023.